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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,459 | $112,933-86.3% | $90,970-83.0% | $158,982-90.3% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 104.80% | 215.82%-111.0pp | 134.60%-29.8pp | 302.99%-198.2pp |
| Employer contribution / active EE | $1,784 | $2,893-38.4% | $2,122-15.9% | $4,763-62.6% |
| Participant deferral / active EE | $5,043 | $4,128+22.2% | $3,373+49.5% | $5,983-15.7% |
| Admin fee / account holder | $420 | $8,047-94.8% | $5,961-92.9% | $11,252-96.3% |